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HCA Healthcare

573 hedge funds and large institutions have $20.3B invested in HCA Healthcare in 2016 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 194 increasing their positions, 249 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $383M | Put options by funds: $254M

1% more ownership

Funds ownership: 72.19%73.2% (+1%)

1% less capital invested

Capital invested by funds: $20.5B → $20.3B (-$214M)

1% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 85

2% less funds holding

Funds holding: 586573 (-13)

22% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 249

23% less funds holding in top 10

Funds holding in top 10: 2217 (-5)

Holders
573
Holders Change
-13
Holders Change %
-2.22%
% of All Funds
14.32%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.42%
New
84
Increased
194
Reduced
249
Closed
85
Calls
$383M
Puts
$254M
Net Calls
+$129M
Net Calls Change
+$346M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
476
Next Financial Group
Texas
$244K -$103K -1,370 -29%
WPP
477
Whalerock Point Partners
Rhode Island
$237K -$193K -2,575 -45%
PTC
478
Petrus Trust Company
Texas
$228K +$231K +3,086 New
Assenagon Asset Management
479
Assenagon Asset Management
Luxembourg
$217K +$220K +2,931 New
BHB
480
Bank Hapoalim BM
Israel
$215K -$388K -5,183 -64%
RCIM
481
Russell Clark Investment Management
United Kingdom
$215K +$217K +2,900 New
SWM
482
Segment Wealth Management
Texas
$209K -$8.99K -120 -4%
MFS
483
MSI Financial Services
Massachusetts
$207K -$82.4K -1,100 -28%
CIAN
484
Capstone Investment Advisors (Netherlands)
New York
$207K +$209K +2,796 New
RJT
485
Raymond James Trust
Florida
$203K +$4.42K +59 +2%
CTC
486
Central Trust Company
Missouri
$187K -$544K -7,265 -74%
WAM
487
Wealthspire Advisors (Maryland)
Maryland
$159K -$145K -1,937 -47%
FMLI
488
Fukoku Mutual Life Insurance
Japan
$155K
FPFS
489
First Personal Financial Services
North Carolina
$146K +$141K +1,885 +2,299%
FWM
490
Focused Wealth Management
New York
$141K
FMT
491
First Mercantile Trust
Tennessee
$137K -$6.67K -89 -5%
GXMC
492
Global X Management Company
New York
$123K +$125K +1,664 New
IA
493
IFP Advisors
Florida
$109K -$77.4K -1,034 -41%
BTIS
494
BB&T Investment Services
North Carolina
$94K +$94K +1,255 New
AAM
495
Advisors Asset Management
Colorado
$90K -$7.49K -100 -8%
IUHSA
496
Itau Unibanco Holding S.A.
Brazil
$90K +$38.2K +510 +73%
CBOA
497
Commonwealth Bank of Australia
Australia
$88K +$1.42K +19 +2%
PAM
498
Paradigm Asset Management
New York
$85.1K -$157K -2,100 -65%
GRP
499
Global Retirement Partners
California
$85K +$86.1K +1,149 New
GLI
500
Guardian Life Insurance
New York
$83K

HCA Hedge Fund Activity: Q4 2016 in Review

573 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q4 2016, worth a combined $20.3B — down 1% from $20.5B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of HCA and 84 opened new positions — a net loss of 1 holder — while 249 trimmed existing stakes and 194 added.

The largest buyer was Harris Associates, adding an estimated $526M. The largest seller was T. Rowe Price Associates, cutting an estimated $206M.

  • 573 institutional investors held HCA Healthcare (HCA) as of Q4 2016, down from 586 in Q3 2016.
  • Funds reported $20.3B of HCA Healthcare stock for Q4 2016, down 1% quarter-over-quarter.
  • 84 funds opened new HCA Healthcare positions in Q4 2016 and 85 closed out, a net change of -1 holder.
  • The largest HCA Healthcare buyer in Q4 2016 was Harris Associates, an estimated $526M added.
  • The largest HCA Healthcare seller in Q4 2016 was T. Rowe Price Associates, an estimated $206M sold.

Based on aggregated 13F filings for Q4 2016.